Articles by Tharshini Ashokan

Regulation

Advice regulatory reform will help recovery

advice regulations COVID-19 recovery

The government should consider a more simplified regulatory framework for the financial advice industry as part of its COVID-19 economic recovery plan, the SMSF Association says.

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ETFs

BetaShares expands currency-hedged ETF range

Betashares currency-hedged

BetaShares has expanded its series of currency-hedged global ETFs, adding two new funds focused on global sustainability and the NASDAQ100 index.

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Pensions

ATO statistics show pension commutation confusion

commuting pension obligations

More trustees are failing to meet minimum pension payment standards suggesting many commuting a pension do not fully understand their obligations.

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Education

FPA announces new CFP program partners

FPA CFP program

The FPA has partnered with two education providers to allow financial planners to combine the CFP certification program with a Master of Financial Planning degree.

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ATO, Compliance

Voluntary disclosure best compliance action

voluntary disclosure trustees

Trustees should reveal their compliance issues via the ATO’s voluntary disclosure program as soon as possible, the regulator says.

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Auditing, Compliance

Tax agent banned for SAN misuse

tax agent banned SAN misuse

A Queensland-based tax agent has been banned for four years following a Tax Practitioners Board investigation into SAN misuse.

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Estate Planning

Estates unlock dependency tax benefits

estate tax benefits

SMSF members should examine the tax benefits of nominating their estate as the beneficiary of a super death benefit if they want it to go outside the family, an SMSF legal expert says.

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Accounting, Financial Planning

Licensing forces industry to rethink roles

licensing accountants advisers

AFS licensing requirements will push more advisers to specialise over time, allowing accountants to take on the role of the generalist for the SMSF sector.

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ETFs, Investments

New ETFs allow leveraged Nasdaq exposure

ETFs Nasdaq

ETF Securities has launched two new ETFs providing leveraged exposure to the Nasdaq 100 index.

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Education, FASEA

FASEA moves exam online in Melbourne

FASEA exam Melbourne

FASEA has cancelled the August sitting of the financial services exam across exam venues in Melbourne as a result of renewed COVID-19 restrictions.

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